Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 17, 2024 Q1 2024

Lummis Asset Management, LP

  • MTDR
  • AAPL
  • MSFT
  • ORCL
  • GOOG
  • AMT
  • AIG
Lummis Asset Management, LP's Q1 2024 Portfolio
Portfolio Value 74.6 Billion
Stocks 156
Filing on May 17, 2024 Q1 2024

Ikarian Capital, LLC

  • KRYS
  • XBI
  • CRNX
  • TARS
  • CORT
  • AZN
  • ALNY
Ikarian Capital, LLC's Q1 2024 Portfolio
Portfolio Value 754 Million
Stocks 137
Filing on May 16, 2024 Q1 2024

National Asset Management, Inc.

  • IVV
  • AAPL
  • NVDA
  • MSFT
  • VUG
  • AMZN
  • VTV
National Asset Management, Inc.'s Q1 2024 Portfolio
Portfolio Value 4.29 Billion
Stocks 1445
Filing on May 16, 2024 Q1 2024

Fsa Wealth Management LLC

  • IWF
  • IWD
  • VEA
  • IWP
  • IWS
  • IWO
  • IWN
Fsa Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 229 Million
Stocks 628
Filing on May 16, 2024 Q1 2024

Murchinson Ltd.

  • TRP
  • X
  • MSTR
  • NNDM
  • PXD
  • GOOG
  • MSTR
Murchinson Ltd.'s Q1 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 88
Filing on May 16, 2024 Q1 2024

Elkhorn Partners Limited Partnership

  • KW
  • BRK-A
  • WTM
  • BRK-B
  • GOOGL
  • GOOG
  • AAPL
Elkhorn Partners Limited Partnership's Q1 2024 Portfolio
Portfolio Value 139 Million
Stocks 46
Filing on May 16, 2024 Q1 2024

Levin Capital Strategies, L.P.

  • MSFT
  • OI
  • JPM
  • HZO
  • JNJ
  • CAT
  • UBS
Levin Capital Strategies, L.P.'s Q1 2024 Portfolio
Portfolio Value 996 Million
Stocks 236
Filing on May 16, 2024 Q1 2024

2 Xideas Ag

  • ICE
  • IQV
  • FTNT
  • RMD
  • PTC
  • HALO
  • PKI
2 Xideas Ag's Q1 2024 Portfolio
Portfolio Value 779 Million
Stocks 51
Filing on May 16, 2024 Q1 2024

Oxford Wealth Group, LLC

  • XMMO
  • COWZ
  • BIL
  • META
  • MSFT
  • AAPL
  • AMZN
Oxford Wealth Group, LLC's Q1 2024 Portfolio
Portfolio Value 110 Billion
Stocks 60
Filing on May 16, 2024 Q1 2024

Prudent Investors Network, Inc.

  • IEF
  • QQQ
  • EMB
  • BOND
  • VO
  • MTUM
  • IAGG
Prudent Investors Network, Inc.'s Q1 2024 Portfolio
Portfolio Value 265 Million
Stocks 53
Filing on May 16, 2024 Q1 2024

Wp Wealth LLP

  • DFCF
  • DFIC
  • DFSD
  • DFAU
  • DFAT
  • DFAE
  • DFUV
Wp Wealth LLP's Q1 2024 Portfolio
Portfolio Value 387 Billion
Stocks 63
Filing on May 16, 2024 Q1 2024

Center Lake Capital Management, LLC

  • SMH
  • GEO
  • MSFT
  • AMZN
  • INTU
  • TDG
  • NVDA
Center Lake Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 61.1 Million
Stocks 11
Filing on May 16, 2024 Q1 2024

Fairbanks Capital Management, Inc.

  • QCOM
  • TDG
  • NXST
  • ARLP
  • SU
  • MA
  • CHD
Fairbanks Capital Management, Inc.'s Q1 2024 Portfolio
Portfolio Value 145 Million
Stocks 54
Filing on May 16, 2024 Q1 2024

Lumbard & Kellner, LLC

  • MET
  • VYMI
  • GS
  • PRU
  • RSP
  • GOOG
  • KMI
Lumbard & Kellner, LLC's Q1 2024 Portfolio
Portfolio Value 202 Million
Stocks 71
Filing on May 16, 2024 Q1 2024

Wealth Plan Investment Management, LLC

  • AAPL
  • BRK-B
  • PEP
  • CASY
  • ABBV
  • FLTR
  • NUE
Wealth Plan Investment Management, LLC's Q1 2024 Portfolio
Portfolio Value 590 Million
Stocks 195
Filing on May 16, 2024 Q1 2024

Garner Asset Management Corp

  • BRK-B
  • QQQ
  • AAPL
  • DHC
  • RMR
  • VZ
  • AMZN
Garner Asset Management Corp's Q1 2024 Portfolio
Portfolio Value 203 Million
Stocks 158
Filing on May 16, 2024 Q1 2024

David Rolfe

Wedgewood Partners Inc
  • META
  • GOOGL
  • V
  • TSM
  • PYPL
  • AAPL
  • CPRT
David Rolfe's Q1 2024 Portfolio
Portfolio Value 492 Million
Stocks 19
Filing on May 16, 2024 Q1 2024

Klcm Advisors, Inc.

  • NVDA
  • C
  • ATI
  • BA
  • WFC
  • OGN
  • NEM
Klcm Advisors, Inc.'s Q1 2024 Portfolio
Portfolio Value 758 Million
Stocks 162